IVVM vs IWB

AIVVM

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and IWB

IVVM

IWB

iShares Large Cap Moderate Quarterly Laddered ETF · $199MiShares Russell 1000 ETF · $48.5B

+15.9%3 years · per year$15,560 · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%

0.63%12-mo yield$63 · $91 on $10k0.91%

−5.3%Worst dropSmaller wins−8.9%

7.5%VolatilityLower wins12.9%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVM · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.63%	+1.0%	+9.0%	+10.1%	+15.9%	new	−5.3%	$199M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.63%	+1.0%	+9.0%	+10.1%	+15.9%	new	−5.3%	$199M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVVM vs IWB

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

IWB

iShares Russell 1000

$17,459

MeasureIVVMIWB

Fee0.53%0.15%

Cost on $10k a year$53$15

Yield0.63%0.91%

5 years, per year[…]+11.8%

3 years, per year+15.9%+23.9%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.5%12.9%

3–2measures won
IWB first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVVM, IWB

Today

0.0%most shared, IVVM and IWB

IVVMIWB

IVVM—0.0%

IWB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee